MGNX Macrogenics Inc

$MGNX This is brutal. I never had a year like this. But i also have been distracted. Accross the board im down 22k on stocks. But this one here was an unexpected and unacceptable blow... The end of the year is alway a sell off for taxes. But its early... $IREN and $RZLV I will keep adding. Lotto playing with $GXAI and $ALDX but i dont recommend.... Neon and FNUC and GP can blow me... every now and then i need humble when it comes to my lucky lotto plays and you did it for sure. No point in selling anything now. I will push money swinging Crypto till the market quits its BS.

$MGNX This is the classic "shaking the tree" strategy. Essentially, these market manipulators are artificially driving the stock price down to trigger stop-losses and panic naive retail investors into selling. There's ZERO reason for $MGNX to be down today after releasing positive news earlier this morning. My response? Buying more shares at these depressed levels. I actually increased my cost basis, which I rarely do. This is a gift for sure. Be patient. $MGNX will recover

$MGNX Stepped in and bought a half position at $2.31. Here’s why: MacroGenics delivered at ESMO this morning. Interim Phase 1 data for MGC026, its B7-H3 antibody-drug conjugate, showed durable responses across multiple tumor types and a clean safety profile. Based on these results, the co plans to open a front-line head and neck cohort combining MGC026 with Keytruda in early 2027. This is a positive readout, and management executed exactly what it laid out back in July. The stock is down ~36% anyway. Here's what was actually reported. • SCCHN cohort (heavily pretreated, median 3 prior lines): 27% best overall response, 6 of 22. That's 4 confirmed PRs and 2 unconfirmed. Disease control 64%. • Dose escalation, at least 6 mg/kg across 10 tumor types: 29% confirmed ORR, median duration of response 10.2 months. • Zero ILD, pneumonitis or ocular toxicity across all 85 patients treated. For an exatecan-payload ADC, that's the headline that matters. • No treatment-related discontinuations in SCCHN. Grade 3+ events were mostly anemia and neutropenia, described as manageable and reversible. • Stage 2 of the SCCHN cohort is enrolling, with updated data expected mid-2027. The bal sheet is where it gets interesting, IMO... • Pro forma cash of $327M as of June 30, after the Bora manufacturing sale and the Sanofi and Gilead milestones. • 63.65M shares outstanding. That's $5.14 per share in pro forma cash. • At ~$2.34, the market cap is ~$149M. You're paying roughly 45 cents on the dollar for the cash alone. • Runway guided through 2028, so no near-term raise is needed to reach the next readout. The way I see it, the tape sold the 2 unconfirmed PRs and the heme tox line, ignored the safety profile that differentiates this ADC, and ignored a cash pile worth more than double the market cap. That's the kind of disconnect I want to step into. Regarding the tape... a gap through the 20, 50, 100 and 200-day on 8x avg volume, with daily RSI at 26. That's capitulation-grade selling into a positive data release. Levels I'm watching: today's low in the $2.25 area, then the $2.00 to $2.20 base the stock built before the March breakout. The 200-day sits overhead near $3.40, and yesterday's close of $3.63 is the gap fill. Bottom line: the event risk is behind it, the cash isn't going anywhere, and the market is pricing the pipeline near zero. That's where asymmetric setups come from. Just sharing my work. Please check everything yourself. NOT financial advice.

$MGNX I don’t know, but my fingers are crossed and I’m pretty excited. Really hoping for good updates in the next few days. Friday will be proving. Monday morning as well. Stinks its spread over the weekend but could add more fuel Monday morning for shorts Interesting days ahead

$MGNX Another new IIT evaluating lorigerlimab w study in PDAC & HRD at UofMiami Miller School of Medicine. PI has experience & decent data w $BMY ipi/nivo in PDAC & HRD. This follows IIT launched at MDACC in Aug called ReLOAD evaluating lorigerlimab w $BAYRY regorafenib in colorectal cancer. ~50% upside to $MGNX’s 5.15/sh in cash; get lori, ADCs, TCEs & $2 BB pot’l milestones + royalties for free here.

$MGNX Grateful for the gift today. I fully expect $MGNX to recover in a significant way on Monday. Institutions gobbled up a huge chunk of shares today. They had a field day taking advantage of stop losses

$MGNX I ain't falling for that premarket shenanigans. I just bought more shares. We really do have market manipulators involved with this stock. Back-to-back good PRs from the company and it responds in a negative way? Sure thing pal. Oh by the way, they have plenty of cash on hand as well as royalty and partnership agreements with several pharmaceutical companies. This is a no brainer

$MGNX there are 7 million short shares or about 12% of the company currently. Positive ESMO results will be fun to see stock price impact

$MGNX MacroGenics called its MGC026 Phase 1 data positive at ESMO on Friday. The stock closed down 38% at 2.25 dollars. In heavily pretreated head and neck cancer, 22 response-evaluable patients, the response rate was 27%, 6 of 22, but only 4 of those responses are confirmed so far. Disease control was 64%. In dose escalation, confirmed responses ran 29% with a median duration of 10.2 months. Safety is probably where the argument sits. Grade 3 or higher treatment-related side effects hit 51% of the 85 patients treated, though nobody in the head and neck cohort stopped treatment over side effects, and there was no lung or eye toxicity. Updated data is not expected until mid-2027, with a front-line combination cohort starting early next year.

$MGNX and I start to learn why management nor BoD has been buying, so if they do not believe in their programs why invest further rather than hand us back 5 or more in cash per share and close the company yesterday

$MGNX how someone/they sell MGNX means that they have given up on the Synaffix toxin linker technology, or on mngt to ever run a winners trial, or both! we trade at 0.5x cash, which tells a difficult story

$MGNX and the dirty game of option traders shall not be forgotten, someone traded almost 3'500 call contracts at 4 for November, quite a sizeable transaction

$MGNX - SVP, Chief Scientific Offer Bonvini exercising & holding MGNX options that don’t expire for another 9 years (expire in 2035) for 2nd time in past 2 months: 40,000 shares in Aug & 8,000 shares yest at total cost of $124,800 to him. Not as bullish as an open-mkt buy but modestly positive.

$MGNX 🏥 MacroGenics announced positive interim Phase 2 LINNET results for lorigerlimab in advanced clear cell gynecologic cancer, reporting a confirmed ORR of 25% and DCR of 44% with manageable safety and further dose optimization at 3 mg/kg Q3W.

$MGNX IBI 343 is being developed further at a dose of 6 mg/kg.the efficacy-to-side-effect profile looks promising,doesn't it? While CLDN18.2 is a different target than B7-H3, perhaps MacroGenics could glean some insights regarding the reduction of Grade 3 anemia and neutropenia.I would like to see clear, meaningful data soon from a highly suitable B7-H3indication to better assess potential superiority or competitive standing. According to MacroGenics, Daiichi’s B7-H3 candidate showed an objective response rate (ORR) in only 1 out of 7 patients—hardly a compelling result.I believe the Synaffix linker technology will prove its worth. As I understand it, Exatecan is the original compound, while Deruxtecan is a slightly less toxic derivative; the original Exatecan had to be modified because earlier linker technologies were not sufficiently effective. It seems the Synaffix technology has resolved this, allowing for the use of the original chemotherapeutic agent once again or am I mistaken?

$MGNX released interim Phase 1 data on its MGC026 antibody-drug conjugate, to be presented at the ESMO Congress in Madrid.

$MGNX I gave up on this. Management had so many chances to show decent data and failed everywhere. Everyone else has good B3-H7 ADC data except $MGNX. Data in SCCHN looks like garbage. All of the remaining cash will burn while these guys just pay themselves to develop garbage drugs

$MGNX 🏥 MacroGenics announced positive interim Phase 1 data for MGC026, including a 27% best overall response rate (6/22 patients; 4 confirmed and 2 unconfirmed PRs) in heavily pretreated SCCHN, and plans to initiate a front-line SCCHN combination study with pembrolizumab. Selected from hundreds of headlines

$MGNX sorry in mgnx presentation on page 8/21 they shared detailed dosis/patient information <6mg n=12 6mg n=5 7,5mg n =6 9mg n=9 .....expansion phase 42 patients in scchn n=22 ...other indication n=20

$MGNX A few thoughts: by mid-2026, 74 patients had been treated in the escalation phase... 22 of them with SCCHN. It is unknown how many of those 74 patients received a relevant dose (greater than 6 mg/kg). That is why I consider the data set for the ESMO presentation to be very small... the results would have to be exceptional in just a few patients to trigger even a minor market reaction... some data from the expansion phase will also be presented... but that can only offer a glimpse of the overall potential, given the very short patient follow-up... perhaps ADAM9 data by the end of the year—also from the escalation phase—where we might see proof-of-concept data... regarding safety and possibly even exceptional efficacy in lung cancer... Ezio Bonvini exercised some options and did not sell shares to cover tax obligations... let's see how MGNX develops further...